JFS WEALTH ADVISORS, LLC

Position in ELME — Elme Communities

CIK 1568068 HERMITAGE, PA

Position in ELME

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$2,513

-$877 QoQ

Shares Held

1,698

+0.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#121

of 159 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $26,778 across 4 REIT - Residential names. ELME ranks #3 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MRP	Millrose Properties, Inc.	483	$14,514
2	SUI	Sun Communities Inc	79	$9,472
3	ELME	Elme Communities This page	1,698	$2,513
4	NXRT	NexPoint Residential Trust, Inc.	10	$279

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,513	1,698	+0.7%	Shares	Sole	2026-07-10
2026-03-31	$3,390	1,687	0.0%	Shares	Sole	2026-04-21
2025-12-31	$29,353	1,687	0.0%	Shares	Sole	2026-01-14
2025-09-30	$28,442	1,687	0.0%	Shares	Sole	2025-11-10
2025-06-30	$26,823	1,687	0.0%	Shares	Sole	2025-07-24
2025-03-31	$29,353	1,687	0.0%	Shares	Sole	2025-04-22
2024-12-31	$25,760	1,687	0.0%	Shares	Sole	2025-01-31
2024-09-30	$29,674	1,687	0.0%	Shares	Sole	2024-10-25
2024-06-30	$26,873	1,687	0.0%	Shares	Sole	2024-07-15
2024-03-31	$23,483	1,687	0.0%	Shares	Sole	2024-04-30
2023-12-31	$24,630	1,687	0.0%	Shares	Sole	2024-02-07
2023-09-30	$23,010	1,687	0.0%	Shares	Sole	2023-11-02
2023-06-30	$27,734	1,687	0.0%	Shares	Sole	2023-08-07
2023-03-31	$30,129	1,687	0.0%	Shares	Sole	2023-04-19
2022-12-31	$30,028	1,687	0.0%	Shares	Sole	2023-02-13
2022-09-30	$29,623	1,687	0.0%	Shares	Sole	2022-10-21
2022-06-30	$35,949	1,687	0.0%	Shares	Sole	2022-08-02
2022-03-31	$43,018	1,687	0.0%	Shares	Sole	2022-05-02
2021-12-31	$43,608	1,687	0.0%	Shares	Sole	2022-02-03
2021-09-30	$41,753	1,687	—	Shares	Sole	2021-11-09
No filing history on record for this holder in this stock.